TAX & FINANCIAL INSIGHTS BLOG
November 16, 2023
Robert Roper, Senior Tax Manager gives advice for year end 2023 planning.
September 5, 2023
Josh Bilisko, Investment Analyst shares key insights about the latest iteration of the Secure Act
June 8, 2023
Senior Tax Manager, Robert Roper talks 2023 tax planning.
December 14, 2022
Senior Tax Manager, Robert Roper talks end of year tax planning
November 16, 2022
Our own Andrew Glover explains the nuances of the difference between a financial planner and a financial advisor
December 2, 2021
What is a Michigan Education Savings Plan? Enter to win a $500 contribution to a savings plan of your choice!
November 4, 2021
Anyone can enter and give the $500 to the recipient of their choice.
August 19, 2021
What is inflation and should you be concerned that it is on the rise right now?
July 22, 2020
The last 10 years have been smooth sailing for investors. The upward trend of the market came to a halt earlier this year but the market dropped 30% over 22 days. The market has changed and so should your investment strategy. Here are three things to consider.
March 9, 2020
On January 1, 2020 the latest revision of the Secure Act was passed at the federal level. There were many changes in this Act but there is only one that really matters and it should cause all of us to re-evaluate our retirement strategy.
June 2, 2017
1. Make sure to contribute, at minimum, up to the level of your company’s match. When a company offers a match, it offers potential for “free money” which is not available through any other avenue. If you are a married couple, look at both individuals’ retirement plans to make sure the match is being utilized. …
July 31, 2017
Curious about how changes to the tax code in the Trump administration may impact your retirement? Read Phil Mitchell's guest column from the Grand Rapids Business Journal on the topic.
November 6, 2017
MiBiz interviewed our own Phil Mitchell to get his comments on the proposed Federal Tax Reform.
November 11, 2017
Grand Rapids Business Journal interviewed our own Phil Mitchell to get his comments on the proposed Federal Tax Reform.
December 4, 2017
WZZM interviewed our own Phil Mitchell to discuss the 2018 Federal Tax Reform.
December 29, 2017
Grand Rapids Business Journal interviewed our own Phil Mitchell to get his comments on the 2018 Federal Tax Reform.